Wealth Management

Your Goals

At our firm, we understand that every client has unique financial goals and objectives. That's why we take a personalized approach to wealth management, tailoring our services to meet the specific needs of each individual client.

Many of our clients come to us seeking guidance and support for common financial objectives such as retirement planning, saving for a big purchase, paying for their children's college tuition, and more. We work closely with each client to understand their unique financial situation and develop a customized plan to help them reach their goals. At Minnewashta Rio, our goal is to help you achieve your financial dreams by providing you with personalized wealth management services. Contact us today to schedule a consultation, request a portfolio assessment and get started on the path to financial success. 

Our Process

Here is why so many high net worth families choose us as their wealth manager; below is our process:

1. Consultation: The first step in our process is to schedule a consultation with an experienced wealth manager. During this meeting, we will discuss your financial goals, risk tolerance, and current financial situation.

2. Goal Setting: Based on the information gathered during the consultation, we will work with you to set specific, measurable financial goals. This could include saving for retirement, buying a home, paying for a child's education, or building a diversified investment portfolio. This is where we will draft your Investment Policy Statement.

3. Investment Planning: Once your goals have been established, we will create a personalized investment plan that is tailored to your unique circumstances. This plan will take into account your risk tolerance, liquidity needs, time horizon, and overall financial goals.

4. Ongoing Management: Our team of professionals will actively manage your portfolio, monitoring it on a regular basis and making adjustments as needed to ensure that it remains aligned with your goals and objectives.

5. Communication and Reporting: We believe in open and transparent communication with our clients. You will receive regular updates and reports on your portfolio's performance, as well as any changes we've made to it.

6. Review and Rebalancing: On an annual basis, or as needed, we will conduct a review of your portfolio, and will rebalance it as needed to ensure that it remains aligned with your goals and risk tolerance.

At our firm, we take pride in our commitment to transparency and security. We understand that entrusting us with your assets is a big responsibility, which is why we have implemented a process that puts our clients' interests first. We do not take custody of your assets, but rather, trade on your behalf using leading brokerage accounts that are registered under your name. This ensures that you always have full access and control over your account. Additionally, our process is designed to provide you with the highest level of service, so you can rest assured that your investments are in good hands.

Our Clients

At our firm, we pride ourselves on working with a diverse range of clients who share a common goal: to grow and preserve their wealth. Our clients include:

• Entrepreneurs: We work with successful business owners and entrepreneurs who are looking to grow their wealth and plan for the future. We help them to create a personalized investment plan that takes into account their unique financial goals, risk tolerance and time horizon.

• Executives: We have the knowledge and expertise to help executives of Brazilian companies navigate the complex financial landscape and make informed investment decisions. We understand the unique challenges that executives face, and we work closely with them to create a customized plan that meets their specific needs.

• Attorneys and medical professionals: We work with lawyers and medical professionals to help them protect their assets, plan for retirement, and make sure their wealth is in line with their goals and values. We help them understand the legal and tax implications of different investment options, so they can make the best choices for themselves and their families.

• Retirees: We understand that retirees have different financial needs and goals than those who are still working. We help retirees to create a plan that provides a steady stream of income, while also preserving their wealth for future generations.

• Inheritors: We help inheritors to manage and preserve the wealth they have inherited, and to make smart investment decisions that align with their goals and values. We understand that inheriting wealth can be both a blessing and a challenge, and we work closely with our clients to help them navigate the process and make the most of of their assets.

Performance

At Minnewashta Rio, we understand that our clients want to see results. That's why we are committed to providing transparent and accurate performance information to our clients.

It is important to note that performance comes from the market, not the wealth manager. Our Chief Investment Officer uses market research and analysis to make informed investment decisions on behalf of our clients.

We also minimize fees in order to maximize returns for our clients. Our investment approach focuses on investment allocation and location, which allows us to identify the best opportunities in the market after fees and taxes.

Furthermore, we are a long-term focused firm, meaning that we are not chasing short-term gains but rather we are focused on building wealth over the long term. Our investment strategy is designed to provide consistent returns over time, rather than trying to time the market.

We encourage you to discuss performance before becoming a client and to contact us if you have any additional questions or would like to learn more about our approach to wealth management.

Fees

We believe in transparency when it comes to our fees. We understand that our clients want to know exactly what they are paying for and that's why we have a straightforward and transparent fee structure.

Our fees are very competitive and are lower than what larger banks and financial institutions typically offer. We believe that by keeping our fees low, we can help our clients keep more of their money working for them.

We charge a simple management fee based on the amount of assets under management, which is calculated on a quarterly basis. This fee covers the cost of managing your portfolio, including research, trading, and administration.

Our fees are also conflict-free, meaning that we do not receive any commissions or incentives from any of the products or services we recommend to our clients. This allows us to provide unbiased and objective advice that is in the best interest of our clients.

We understand that fees are an important consideration for our clients and we are committed to providing a transparent, straightforward, and competitive fee structure. If you have any questions about our fees or would like more information, please don't hesitate to contact us.